Post
Topic
Board Securities
Re: ASICMINER: Entering the Future of ASIC Mining by Inventing It
by
conv3rsion
on 12/08/2013, 03:02:52 UTC

Perhaps, though it's hard to see where the record dividends will come from as hardware prices crash and AM's share of the hashrate shrinks (http://www.asicminercharts.com/live/).

Remember, also: markets are forward-looking.

From volume. AM products now have 60-90 day ROI, instead of 6-9 month ROI. They have literally fallen 90% in price and are still very profitable to manufacture. This ROI timeline exists despite the recent massive difficulty increases of the last 2 months.

More importantly, because they ship, they are now literally the only game in town and will be for at least the next 2 months. Blades bring in much higher dividends than USB devices, and AM has maintained high dividends despite not selling blades for the last month.

TLDR; I think they are about to absolutely crush it.